Energy Commentary

Auto Added by WPeMatico

COMMENTARY: Booming LNG Exports May Get Dragged into US Cost-of-Living Debate

By Gavin Maguire LITTLETON, Colorado, Feb 18 (Reuters) – U.S. exporters of LNG consumed more natural gas than both households and commercial businesses last year, tightening U.S. gas supplies and putting the LNG export boom squarely in the frame of discussions surrounding rising U.S. energy costs. Liquefied natural gas exporters gobbled up a record 5,000 …

COMMENTARY: Booming LNG Exports May Get Dragged into US Cost-of-Living Debate Read More »

What Excites and Worries LNG Exporters in 2026: Maguire

(Reuters) – The year 2025 in the LNG sector will be one for the history books after production and exports of the super-chilled fuel smashed records and raked in billions of dollars in revenues across the global liquefied natural gas supply chain. A 25% surge in LNG purchases by European countries was a key highlight …

What Excites and Worries LNG Exporters in 2026: Maguire Read More »

COMMENTARY: Oil Traders Wrestle With Geopolitical Trifecta and Elusive Glut

By Ron Bousso LONDON, Jan 15 (Reuters) – Simultaneous geopolitical flare‑ups in Venezuela, Iran and the Black Sea have pushed oil prices to a three‑month high, creating a treacherous environment for investors even as a large supply glut still looms over the market. Brent crude opened the year at $61 a barrel before slipping below …

COMMENTARY: Oil Traders Wrestle With Geopolitical Trifecta and Elusive Glut Read More »

COMMENTARY: Key US Energy, Power Trends at Home and on World Markets

By Gavin Maguire LITTLETON, Colorado, Jan 15 (Reuters) – Despite all the policy whiplash – or perhaps because of it – the U.S. energy system has started 2026 with more buzz and momentum than seen in decades. At home, electricity production is growing far faster than in most western peers, which is allowing utilities to …

COMMENTARY: Key US Energy, Power Trends at Home and on World Markets Read More »

COMMENTARY: The 2025 Energy Transition in Eight Charts: Clean Wins, Dirty Setbacks

By Gavin Maguire LITTLETON, Colorado, Dec 30 (Reuters) – For supporters of the energy transition, 2025 had plenty to complain about: the scrapping of U.S. clean energy policies, wind droughts in Europe, corporate retreats from wind power generation and a resurgence in coal-fired power output. Yet there were also developments to celebrate, including record deployment …

COMMENTARY: The 2025 Energy Transition in Eight Charts: Clean Wins, Dirty Setbacks Read More »

TOP 10 RELECTIONS on Information Technology Developments in 2025 – Yogi Schulz

By Yogi Schulz Information technology continues to develop rapidly, changing what’s possible. 2025 was no exception. Here are my Top 10 developments. Undoubtedly, there are multiple opportunities to apply these technologies more widely across your energy industry organization. 1. AI dominated every conversation In 2025, AI concepts, experimentation with generative AI, and speculation about future …

TOP 10 RELECTIONS on Information Technology Developments in 2025 – Yogi Schulz Read More »

COMMENTARY: Selected US States Offer Enormous Advantages for AI Data Centers – Yogi Schulz

By Yogi Schulz The characteristics of some US states offer significant advantages over others in the competitive race to attract AI data centers. Contact your member of Congress to express your support for realizing this economic development opportunity for your state. Ohio and Pennsylvania are the states with the most advantages in this analysis. How …

COMMENTARY: Selected US States Offer Enormous Advantages for AI Data Centers – Yogi Schulz Read More »

COMMENTARY: How Fossil Fuels Make Earth More Livable Than It’s Ever Been – Alex Epstein

A summary of Fossil Future Chapter 4, part 1 of 3 By Alex Epstein This is the fourth of the “Alex Notes” on my book Fossil Future—like Cliff’s Notes, but actually written by the author. (See #1, #2, and #3). Myth: Fossil fuels have made the planet less livable. Truth: Fossil fuels have made the planet incomparably more livable, …

COMMENTARY: How Fossil Fuels Make Earth More Livable Than It’s Ever Been – Alex Epstein Read More »

COMMENTARY: How Our “Knowledge System” Catastrophizes The Side-Effects of Fossil Fuels – Alex Epstein

A summary of Fossil Future, Chapter 2 By Alex Epstein This is the second of 11 “Alex Notes” on my book Fossil Future—like Cliff’s Notes, but actually written by the author. (Read the first one here.) Get Fossil Future (Also, for those who preordered Fossil Future or who are premium subscribers to this newsletter, I’m doing …

COMMENTARY: How Our “Knowledge System” Catastrophizes The Side-Effects of Fossil Fuels – Alex Epstein Read More »

COMMENTARY: The Oil Market’s 2026 Tsunami Will Be Costly to Finance

By Javier Blas The oil market is heading for an immense surplus in early 2026. How large? “Cartoonish,” reckons Macquarie Group Ltd., a bank with a huge commodities business. What’s the solution? Stockpile millions of barrels of crude into tanks. It’s a tried-and-tested response, but this time there’s a catch: interest rates are much higher …

COMMENTARY: The Oil Market’s 2026 Tsunami Will Be Costly to Finance Read More »